by Robert Shafis | Mar 22, 2023 | Asking, Donor Conversations, Donor Relations, Philanthropy, Planned Giving, Planned Giving Officer | Asking, Communication, Cultivation, Curiousity, Donor Conversation, Permission-Based Asking, Philanthropy, Planned giving
“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I know, especially those who are not planned giving officers. The concept...
by Richard Perry and Jeff Schreifels | Sep 13, 2021 | Hiring Criteria, Job Descriptions, Planned Giving Officer | Hiring, Planned giving, Uncategorized
You’ve decided to hire a Planned Giving Officer (PGO), and you’re looking for input on qualities, skills, and job description. We will get into that in a moment. But first, Jeff and I want to congratulate you on your decision to add a role dedicated to this important...
by Richard Perry | Aug 4, 2023 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Major Gifts, Planned giving, Stewardship
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Jan 24, 2020 | Moves Management, Planned Giving Officer | Donor-Centered, Planned giving, Stewardship
Here’s a shocking statistic. When I heard it, I was dumbfounded. According to Dr. Russell James, 50% of donors who make a charitable bequest to a non-profit will rescind the bequest before they die. Think about that for a minute. All the hard work you and your...